DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Centara Capital Management Group, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

Advisor	From	To	Type	Left	Registered
Seth Howard Schwartz	Centara Capital Management Group, Inc. other	Kcd Financial, Inc. other	Other	Jun 30, 2014	May 9, 2017 (1044 d)
Derek Clifford Myron	Centara Capital Management Group, Inc. other	Daniel Wealth Advisors other	Other	Jun 30, 2014	Mar 2, 2015 (245 d)
Peter Gordon Sasaki	Centara Capital Management Group, Inc. other	Odeon Capital Advisors LLC independent RIA	Other	Dec 9, 2013	Feb 16, 2021 (2626 d)
Mark Steven Dossa	Centara Capital Management Group, Inc. other	Daniel Wealth Advisors other	Other	Dec 2, 2013	Dec 2, 2013
Blake Frederick Feindel	Centara Capital Management Group, Inc. other	Daniel Wealth Advisors other	Other	Dec 2, 2013	Dec 2, 2013
Dustin S Tenbroeck	Centara Capital Management Group, Inc. other	First Allied Advisory Services, Inc. other	Other	Jun 19, 2012	Jun 18, 2012
Matthew D. Poole	Centara Capital Management Group, Inc. other	First Allied Advisory Services, Inc. other	Other	Jun 19, 2012	Jun 18, 2012
John Michael Shelton	Centara Capital Management Group, Inc. other	Cetera Advisors LLC other	Other	Sep 8, 2010	Sep 29, 2010
Iain Patrick Reilly	Centara Capital Management Group, Inc. other	Cetera Investment Advisers LLC BD affiliated	Other	Apr 22, 2010	Mar 21, 2024 (5082 d)
Brad Allan Herman	Centara Capital Management Group, Inc. other	Investacorp Advisory Services Inc other	Other	Mar 3, 2009	Sep 15, 2016 (2753 d)
Matthew James Horsley	Centara Capital Management Group, Inc. other	Pure Financial Advisors, LLC other	Other	Nov 18, 2008	Aug 11, 2009 (266 d)
Daniel Richard Lippold	Centara Capital Management Group, Inc. other	Pure Financial Advisors, LLC other	Other	Oct 22, 2008	Aug 11, 2009 (293 d)
Stephen Mark Solomon	Centara Capital Management Group, Inc. other	Securian Financial Services, Inc. other	Other	May 2, 2008	May 12, 2008
Joseph Dennis Anderson	Centara Capital Management Group, Inc. other	Pure Financial Advisors, LLC other	Other	Jan 11, 2008	Jan 7, 2008
Jon Christopher Vinge	Centara Capital Management Group, Inc. other	Intervest International, Inc. other	Other	Aug 15, 2007	Aug 14, 2007
William Burke Allred	Centara Capital Management Group, Inc. other	Zions Capital Advisors, Inc. other	Other	May 3, 2007	May 9, 2007
Scott Titone Kilian	Centara Capital Management Group, Inc. other	Commonwealth Financial Network national BD	Other	Mar 8, 2007	Mar 12, 2007
Johan Maurits Oeyen	Centara Capital Management Group, Inc. other	Ernst & Young Investment Advisers Llp no RAUM	Other	Aug 30, 2006	Nov 25, 2014 (3009 d)
Ryan Barnett Goldenhar	Centara Capital Management Group, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Sep 30, 2004	Jul 15, 2004

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19 moves match.